Who can access TeamBuyIn
Team Management > Users
TeamBuyIn automatically syncs all employees from your Housecall Pro or Jobber account. You define who is an admin and who is a user.
You'll find them listed in the Team Management page as soon as you connect. Each user has three main permissions: 'Active,' 'Commissionable,' and 'Visible in Metrics.'
How to add or remove employees from TeamBuyIn
Team Management > User > Active / Inactive
Each user has a toggle showing whether they're active or inactive. Active users can log into TeamBuyIn and be included in commission calculations. Inactive users cannot log in and will not appear on job tickets or be included in any commission calculations.
Billing is based on the number of active users in Team Management. Each user row has a toggle showing their current status -- active or inactive.
To deactivate a user, click the toggle next to "Active." You'll be prompted to confirm -- select "Deactivate" to proceed. Deactivated users won't appear on job tickets and won't have access to the platform.
To reactivate someone, click the "Inactive" tab to see all deactivated users, then click their toggle to make them active again.
Note: Deactivating a user can be undone at any time.